Financial Planning Analyst

Financial Planning Analyst

At Infinx, we're a fast-growing company focused on delivering innovative technology solutions to meet our clients' needs. We partner with healthcare providers to leverage automation and intelligence, overcoming revenue cycle challenges and improving reimbursements for patient care. Our clients include physician groups, hospitals, pharmacies, and dental groups. We're looking for experienced associates and partners with expertise in areas that align with our clients' needs. We value individuals who are passionate about helping others, solving challenges, and improving patient care while maximizing revenue. Diversity and inclusivity are central to our values, fostering a workplace where everyone feels valued and heard.

In 2025, Infinx was certified as a Great Place to Work ® in both the U.S. and India, underscoring our commitment to fostering a high-trust, high-performance workplace culture. This marks the fourth consecutive year that Infinx India has achieved certification and the first time the company has earned recognition in the U.S.

Location: Remote

Summary Description

Under general direction, the Financial Planning Analyst will play a key role in supporting Infinx's financial strategy, budgeting, forecasting, and reporting activities. You will analyze complex financial data, develop financial models, and provide insights that help guide business decisions.

Job Responsibilities

• Develop and maintain financial models to support annual budgeting and quarterly forecasting cycles
• Analyze financial performance versus budget and forecast to identify key trends, risks, and opportunities
• Partner with business leaders to understand operational drivers and integrate them into financial forecasts
• Prepare monthly and quarterly financial reports, dashboards, and variance analyses
• Support management with ad-hoc financial analyses to evaluate business performance and strategic initiatives
• Consolidate financial data from multiple sources to deliver accurate and timely insights
• Assist in evaluating investment opportunities, cost-saving initiatives, and ROI for strategic projects
• Provide scenario modeling and sensitivity analyses to support planning and leadership decisions
• Identify opportunities to streamline financial processes, automate reporting, and enhance data accuracy
• Other duties as assigned

Job Requirements

• Master's degree in Business Administration preferred
• 2-3 years in financial planning & analysis or related roles
• Strong hands-on experience with Excel and financial modeling, forecasting, and analysis
• Strong PowerPoint presentation skills to effectively communicate financial insights
• Excellent communication skills with a high level of confidence and assertiveness
• Ability to interact and partner with CXOs and senior finance leaders without hesitation
• Strong business acumen and mindset with the ability to understand the broader impact of financial decisions
• Willingness to collaborate closely with both US and India teams, including occasional flexibility to support cross-time-zone requirements
• Experience in healthcare tech or SaaS environment preferred
• Experience with data visualization tools (e.g., PowerBI, Tableau) preferred
• Experience with ERP or financial systems (e.g., NetSuite, SAP, Oracle) preferred
• Excellent organizational, time management, communication, and interpersonal skills
• Ability to multitask, adapt to fast moving and ambiguous environments, and bring clarity through structured problem solving and prioritization

Company Benefits and Perks: Joining Infinx comes with an array of benefits, flexible work hours when possible, and a genuine sense of belonging to a dynamic and growing organization.

• Access to a 401(k) Retirement Savings Plan.
• Comprehensive Medical, Dental, and Vision Coverage.
• Paid Time Off.
• Paid Holidays.
• Additional benefits, including Pet Care Coverage, Employee Assistance Program (EAP), and discounted services.

If you are a dedicated and experienced Financial Planning Analyst ready to contribute to our mission and be part of our diverse and inclusive community, we invite you to apply and join our team at Infinx.